2025年9月中国住房租赁企业规模排行榜

Core Insights - The housing rental market in China is experiencing a decline in rental prices, with a significant drop in key cities as the peak rental season for school-age families comes to an end [1][2][3] - The total number of opened rental units among the top 30 companies reached 1.398 million by the end of September 2025, while the management scale reached approximately 1.98 million units [1][6][8] - New policies are being implemented at both central and local levels to support the housing rental market, including the formal implementation of the Housing Rental Regulations and initiatives to increase the supply of rental housing [19][20][21] Market Scale Ranking - As of September 2025, the top 30 rental companies have a total of 1.398 million opened rental units, with the threshold for inclusion being 15,004 units [6][7] - Among these companies, 11 are housing rental enterprises, 10 are local state-owned enterprises, 4 are startups, 3 are hotel-related, 1 is an intermediary, and 1 is financial [6][7] - The housing rental enterprises dominate the opened scale, accounting for 46% of the total, while local state-owned enterprises account for over 20% [6][7] Management Scale Ranking - The top 30 rental companies manage approximately 1.98 million rental units, with the threshold for inclusion being 21,071 units [8][9] - Similar to the opened scale, the management scale is also led by housing rental enterprises, which hold nearly 50% of the total management scale [8][9] Market Dynamics - The average rental price in 50 cities was 34.74 yuan per square meter per month in September, reflecting a month-on-month decrease of 0.39% and a year-on-year decrease of 3.76% [1][2] - Key cities such as Guangzhou and Shanghai have seen significant transactions in residential land, with a total of 137 plots sold in 22 major cities, covering over 9 million square meters [1][2] Policy Developments - The central government has officially implemented the Housing Rental Regulations, which aim to standardize rental activities and promote high-quality development in the rental market [19][20] - Local governments are actively supporting the collection and rental of existing housing stock to increase rental supply, with various initiatives being launched across different regions [20][21] Business Expansion - Companies like碧家公寓 have successfully signed new projects in Wuhan and Dongguan, while 城家 has formed a joint venture to establish a comprehensive asset management platform focusing on long-term rentals [14][15] - The introduction of new rental housing projects by local state-owned enterprises and specialized rental operators is also notable, with several new market-oriented projects launched in September [11][12] Financing Trends - Continuous support for housing rental financing is evident, with significant loans and bonds being approved for various projects, including a 1 billion yuan special bond for guaranteed rental housing in Ningbo [17][18] - The market is seeing an increase in asset securitization efforts, with notable expansions in real estate investment trusts (REITs) and other financial instruments aimed at supporting rental housing [17][18]